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iShares Interest Rate Hedged Corporate Bond ETF
LQDH

Overview Fund Activity

33 hedge funds and large institutions have $153M invested in iShares Interest Rate Hedged Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMFG
1
Sumitomo Mitsui Financial Group
Japan
$103M
2
MWM
2
Mascoma Wealth Management
New Hampshire
$3.55M
3
Jane Street
3
Jane Street
New York
$2.11M
4
VF
4
Virtu Financial
New York
$1.32M
5
AssetMark Inc
5
AssetMark Inc
California
$12.2M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$0
2
DBRC
2
D.B. Root & Company
Pennsylvania
$2.37M
3
Bank of America
3
Bank of America
North Carolina
$5.52M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$703K
5
GWM
5
Geneos Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SMFG
1
Sumitomo Mitsui Financial Group
Japan
$103M 1,080,000 +1,080,000 New
AssetMark Inc
2
AssetMark Inc
California
$12.2M 127,647 +7,392 +6%
SC
3
Scotia Capital
Ontario, Canada
$5.68M 59,026 – –
Bank of America
4
Bank of America
North Carolina
$5.52M 57,762 -553 -0.9%
MWM
5
Mascoma Wealth Management
New Hampshire
$3.55M 37,208 +37,208 New
UBS Group
6
UBS Group
Switzerland
$3.52M 36,815 +6,469 +21%
FA
7
Fortis Advisors
Pennsylvania
$2.52M 26,419 +201 +0.8%
DBRC
8
D.B. Root & Company
Pennsylvania
$2.37M 24,823 -1,362 -5%
Jane Street
9
Jane Street
New York
$2.11M 22,104 +19,421 +724%
SPC
10
Sigma Planning Corp
Michigan
$1.95M 20,364 +3,959 +24%
LPL Financial
11
LPL Financial
California
$1.86M 19,517 +1,947 +11%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.38M 14,307 – –
VF
13
Virtu Financial
New York
$1.32M 13,823 +13,823 New
JIC
14
Joel Isaacson & Co
New York
$955K 10,000 – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$703K 7,355 -403 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$699K 7,317 +2,324 +47%
AG
17
Advisor Group
Arizona
$585K 6,121 +277 +5%
Stifel Financial
18
Stifel Financial
Missouri
$562K 5,904 +5,904 New
TWM
19
Titus Wealth Management
California
$399K 4,176 +1,531 +58%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$334K 3,500 +3,500 New
SCA
21
Snowden Capital Advisors
New York
$290K 3,040 +68 +2%
IA
22
IFP Advisors
Florida
$287K 3,007 -4 -0.1%
FCAG
23
First Capital Advisors Group
New Jersey
$252K 2,641 -138 -5%
GFPC
24
Global Financial Private Capital
Florida
$227K 2,378 +2,378 New
HI
25
Hudock Inc
Pennsylvania
$159K 1,666 +158 +10%
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